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Interactive Brokers

709 hedge funds and large institutions have $16.9B invested in Interactive Brokers in 2024 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 229 increasing their positions, 238 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 38

31% more capital invested

Capital invested by funds: $12.9B → $16.9B (+$4.03B)

25% more funds holding in top 10

Funds holding in top 10: 2430 (+6)

23% more call options, than puts

Call options by funds: $316M | Put options by funds: $257M

21% more funds holding

Funds holding: 586709 (+123)

2.49% more ownership

Funds ownership: 341.27%343.76% (+2.5%)

4% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 238

Holders
709
Holders Change
+123
Holders Change %
+20.99%
% of All Funds
9.34%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
168
Increased
229
Reduced
238
Closed
38
Calls
$316M
Puts
$257M
Net Calls
+$58.7M
Net Calls Change
+$72.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
451
Joel Isaacson & Co
New York
$424K +$505 +12 +0.1%
FCBT
452
First Citizens Bank & Trust
North Carolina
$422K +$64.5K +1,532 +19%
Los Angeles Capital Management
453
Los Angeles Capital Management
California
$421K -$111K -2,640 -22%
LCM
454
Landscape Capital Management
New Jersey
$417K +$40.6K +964 +11%
BCWM
455
Bartlett & Co Wealth Management
Ohio
$417K
TWM
456
Thrive Wealth Management
Pennsylvania
$393K -$16.3K -388 -4%
IA
457
IFP Advisors
Florida
$390K -$32.3K -768 -8%
PFG
458
Putney Financial Group
California
$390K +$372K +8,828 New
UFF
459
USA Financial Formulas
Michigan
$389K +$371K +8,804 New
ACH
460
ArrowMark Colorado Holdings
Colorado
$389K
LAM
461
Lifestyle Asset Management
Texas
$387K -$54.1K -1,284 -13%
CIA
462
Concurrent Investment Advisors
Florida
$386K -$24.6K -584 -6%
Focus Partners Wealth
463
Focus Partners Wealth
Massachusetts
$385K +$367K +8,724 New
PCM
464
Park Capital Management
Wisconsin
$385K +$367K +8,708 New
CA
465
Clearstead Advisors
Ohio
$384K -$2.86K -68 -0.8%
EC
466
EntryPoint Capital
New York
$384K -$148K -3,508 -29%
PAS
467
Park Avenue Securities
New York
$379K +$114K +2,704 +46%
FHA
468
Flagship Harbor Advisors
Massachusetts
$374K +$28.6K +680 +9%
WHC
469
Wulff, Hansen & Co
California
$371K +$102K +2,420 +40%
RWM
470
Revisor Wealth Management
Ohio
$370K -$388K -9,212 -53%
WEG
471
World Equity Group
Illinois
$366K +$349K +8,288 New
Lido Advisors
472
Lido Advisors
California
$356K +$69.4K +1,648 +26%
SI
473
Stephens Inc
Arkansas
$355K -$10.1K -240 -3%
PA
474
Pinnacle Associates
New York
$347K +$330K +7,848 New
1WA
475
180 Wealth Advisors
Washington
$345K -$6.74K -160 -2%